In this episode of 'Wealth Beyond Riches,' we sit down with Dave Zoller, co-owner of Streamline Financial, to uncover his transformative journey from a tax preparer to a leading wealth advisor with a successful YouTube channel. Dave shares insights into his career evolution, emphasizing a servant-led approach to work and the deeper purpose behind creating content to help others explore a fulfilling retirement. As Dave recounts his experiences, from the busy tax days to leading a firm based on service, he portrays how serving others can alleviate financial burdens and lead to a more meaningful life. Join us to explore how redefining relationships with work, money, and purpose can dramatically impact personal fulfillment and business success.

0:00 Overcoming Performance Anxiety

0:38 Introduction to Wealth Beyond Riches

2:11 Meet Dave Zoller

4:29 Dave's Role and Evolution at Streamline Financial

6:42 The Shift to Content Creation

14:47 The Deeper Purpose Behind Content Creation

20:34 The Importance of Service Mentality

Watch on Youtube: https://youtu.be/dW1Siapi_ng

Connect with Dave Zoller

// Instagram: https://www.instagram.com/streamlinemypractice/

// LinkedIn: https://www.linkedin.com/in/davezoller/

// Streamline Financial Website: https://streamlineplanning.com/

Connect With Tim Meisenheimer

➡️ https://www.instagram.com/tim.meisy

➡️ https://www.linkedin.com/in/meisy

Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose.